James Owens
CRD Number: 4780124Current Firm: Journey Advisory Group, LLC
Compensation Model: Fee Only
James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2015 - Current | 8 |
Lang Advisors | Covington, KY | Aug 2015 - Current | 8 |
Bb&t Investment Services | Florence, KY | Jun 2015 - Aug 2015 | < 1 |
Cetera Investment Advisers LLC | Crestview Hills, KY | Jan 2014 - Jun 2015 | 1 |
Cetera Investment Services LLC | St. Cloud, MN | Oct 2009 - Jun 2015 | 5 |
The Bank Of Kentucky | Edgewood, KY | Apr 2007 - Jun 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2005 |
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Total Assets Under Management1,016MILLIONS
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Total Number of Accounts1,692ACCOUNTS
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Average Account Value$600,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, IN, KY, NH, OH, TX, WA
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